Julie R.

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Recent activity by Julie R. Recent activity Votes
  • What Are The Different Colors Displayed On Patient - Ledger - Charges Tab?

    Ledger/Charges Tab Colors When you are in the Patients Ledger - Charges tab you may see different colors display at times. This is to highlight any past due balances for different time frames. ...

  • How do I post a Care Credit Payment?

    If a patient wants to pay using Care Credit, please process the payment as follows: Step One: Make sure Care Credit is a form of payment your office accepts by going to Admin> List Manager>Credit ...

  • Need to reprint your Customization document?

    If you are needing the Customization Documents please access the attachment, download, fill out and send to support@katanahub.com


    Soap Notes There are two ways to enter SOAP notes. Through traditional Soap note taking (steps are below) or Soap Note MACROS (find info on Macros here). The traditional soap note process is not ty...

  • Error: Problem syncing with Google Calendar. Error Returned: Deleted row information cannot be accessed through the row. Would you like to continue and save to CoAction?

    This error is an error from Google calendar indicating that the link to an appointment google once saw, has been broken.     This error will generate if: The provider in the clinic has google cal...

  • Google Calendar Sync

      Calendar Sync Tab Calendar Sync will let a provider sync the provider’s patient appointments with their Google Calendar.  This will allow a provider to access their patient schedule from a comput...

  • New Years Update 2022!

      Confirmed Enhancements: Database- Increased Time out Period for Communications. New Rolodex- New look and Ability to completely customize your Rolodex view.                     To learn more a...

  • Utilizing Online Scheduling Patient View

    Online Scheduling Patient View   Scheduling a New Appointment Once your link is live, this is what the patient will see. The logo you have placed in will display along with the required fields for ...

  • Summer 2021 Update

      New or Enhanced Features New Online Scheduling and Request system.            1. Online Scheduling Set-up           2. Clinic Online Scheduling Queue           3. Online Scheduling Patient Vie...

  • Current Update being released Spring 2021

      We are so EXCITED to share the Amazing Feature Enhancements you received in this update!!!!    Funnels Your software now has the ability to have more than one subdomain housed within your databas...